Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
AKTIENPREIS
SecurityDE:1YD / Broadcom Inc.
InstitutionBIP Wealth, LLC
Latest Disclosed Ownership9,676 shares
Latest Disclosed Value $ 2,994,850
BIP Wealth, LLC reports 24.25% decrease in ownership of 1YD / Broadcom Inc.

On April 27, 2026 - BIP Wealth, LLC filed a 13F-HR form disclosing ownership of 9,676 shares of Broadcom Inc. (DE:1YD) valued at $2,553,496 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 12,773 shares of Broadcom Inc.. This represents a change in shares of -24.25% during the quarter. The current value of the position is $3,271,939 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F BROADCOM COM 11135F101 9,676 -3,097 -24.25 2,995 -32.26 0.1218
2026-01-21 2025-12-31 13F BROADCOM COM 11135F101 12,773 3,054 31.42 4,421 37.87 0.1560
2025-10-30 2025-09-30 13F BROADCOM COM 11135F101 9,719 3,224 49.64 3,206 79.11 0.1584
2025-07-31 2025-06-30 13F BROADCOM COM 11135F101 6,495 180 2.85 1,790 69.35 0.1103
2025-05-02 2025-03-31 13F BROADCOM COM 11135F101 6,315 58 0.93 1,057 -27.10 0.0689
2025-02-14 2024-12-31 13F BROADCOM COM 11135F101 6,257 413 7.07 1,451 43.85 0.0971
2024-11-07 2024-09-30 13F BROADCOM COM 11135F101 5,844 5,263 905.85 1,008 8.15 0.0687
2024-08-08 2024-06-30 13F BROADCOM COM 11135F101 581 20 3.57 933 25.44 0.0764
2024-05-08 2024-03-31 13F BROADCOM COM 11135F101 561 372 196.83 744 253.81 0.0544
2024-02-02 2023-12-31 13F BROADCOM COM 11135F101 189 189 211 0.0166
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.